Customer Service Sales Center Account Manager

Company Details

 

 

Berkley Aspire is an excess & surplus lines insurer of commercial risks unable to find a home in the standard markets. We are an operating unit of WR Berkley, a publicly traded (NYSE “WRB”) global insurer founded in 1967. 

 

We make excess & surplus lines easy – easy for our distribution partners, easy for the businesses they represent, and easy to navigate. The lines of coverage we underwrite include general liability, property, and excess liability. Our model is different than our competitors – we do the premium billing and do not add interest/ finance percentage, we offer enhanced commissions, and we handle the stamping, affidavit filings, and other behind-the-scenes paperwork. 

 

Our company culture is entrepreneurial, employee centric, and focused on sustainable growth. Aspire teammates work either remotely or on a hybrid schedule from offices in Scottsdale, Cincinnati, and Richmond. If you are looking for a company that offers room for advancement, great benefits, and positive vibes, then Aspire may be the place for you!

 

www.berkleyaspire.com

 

Responsibilities

Under moderate supervision, the Customer Service Sales Center Account Manager will handle a range of client inquiries, from basic to complex, regarding insurance policies written for Berkley Aspire and Berkley Connect trading partners. This role is essential for maintaining client satisfaction and ensuring the smooth operation of the Customer Sales and Service Center.

 

The position will be evaluated based on customer focus, productivity, accuracy, thoroughness, ability to cross-sell/up-sell, and the ability to learn and apply new skills. As part of a dynamic team, the role requires high levels of collaboration and partnership. We seek a highly motivated, self-starting, and organized individual with a positive outlook and a natural drive to grow, problem-solve, and think creatively.

 

A successful candidate must possess a strong sense of ownership, accountability for their work, excellent problem-solving skills, and sound judgment.  In this role you'll: 

• Work closely with the Berkley Connect Broker to service insurance policies written for Berkley Connect trading partners with Berkley sister companies.
• Serve as the primary point of contact for agents, underwriters, and clients who have placed business with Berkley Connect.
• Service multiple lines of business including, but not limited to, Business Auto, Workers Compensation, Professional Liability, Pollution Liability, Product Recall, Directors & Officers, and Employment Practices Liability.
• Enter and maintain policy transactions in Berkley Connect’s Agency Management System.
• Manage policy premium billings and accounts receivable.
• Develop the ability to answer both basic and complex inquiries.
• Handle all inquires that require a license.
• Answer client questions via phone, email, chat, text, Self-Service Portal.
• Interact with external brokers and internal underwriters and other stakeholders to process service requests.
• Ensure compliance with Standard Lines and Surplus Lines regulations in the placement of Surplus Lines policies.
• Respond promptly and professionally to incoming phone calls, chats, emails, text, Self-Service Portal.
• Identify new possible risks through communications with insureds and pass that information to the correct internal partners (e.g. Underwriting)
• Cross sell/Up-sell potential and existing insureds
• Complete special projects assigned by management.

Qualifications

• Bachelor’s degree or equivalent combination of education, training, or progressive experience.
• Three or more years of insurance experience.
• Two or more years of customer service or account management experience
• Excess and Surplus Lines experience is preferred or ability to obtain and maintain license.
• Property and Casualty insurance licenses are preferred or ability to obtain and maintain license.
• Strong understanding of insurance concepts and market forces.
• Excellent customer service skills.
• Well-organized with the ability to prioritize tasks and meet deadlines.
• Good oral and written communication skills.
• High attention to detail.
• Proficiency in Microsoft Office suite of applications (Word, Excel, etc.).
• Ability to type 60+ words per minute.
• Results-oriented, focusing on outcomes and delivering on commitments and deadlines.
• Team-oriented, with a willingness to provide and receive open, honest, respectful, and constructive feedback.
• Accuracy and thoroughness in work.
• Technical Proficiency and the ability to learn and apply new skills.
• Strong problem-solving skills and the ability to assess situations and find effective solutions.
• Maintain a high level of product knowledge to provide accurate information.
• Provide guidance on products and services, ensuring clients understand their options.

Additional Company Details

We do not accept any unsolicited resumes from external recruiting firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role includes: The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. This role will be eligible to participate in the annual discretionary bonus program Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans.

Sponsorship Details

Sponsorship not Offered for this Role